Even though this company is for Affordable housing and for mortgaged based loans, do you still see risk from
- Bajaj Finance
- Jio Financial
Bajaj Finance is like Airtel, and Jio Financial is like, well Jio, and Aavas could become like other telecom players which went bust.
Company might not go bust, but we can see the huge P/E derating which has happened in the stock, even though it has been growing EPS consistently.
Any thoughts?
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